Report Manager

Excel Training Level 2 Lesson 29

Report Manager

The Report Manager is very similar to Custom Views and can (and often does) work hand-in-hand with it. Before we start, we may need to install
the Report Manger, as it is an Add-in. If you can't install it by going
to Tools>Add-Ins (for older versions of Excel), scrolling down to Report Manger, checking the checkbox and clicking OK,
go to the Microsoft Download Centre at
http://www.microsoft.com/downloads (for newer versions of Excel)
search for the Report Manager and download it from there. Once
done, the Report Manager can be found under Views>Report Manger.

The Report Manger is used in conjunction with printing and allows us to
set up a template, if you like, of any Workbook for printing. This means we can
use it to have the Worksheets in a Workbook always printed in specified sequence
with or without a (already set up) Custom View and/or (already completed)
Scenarios (a named set of input values you can substitute in a
worksheet model). Like Custom Views, Report Manager is very simple
to use.

Go to Views>Report Manger and Click
Add

Type a name for the report in the
Report Name box

From the Sheet: box select the name of the Worksheet you wish to add and click
Add Repeat for each Worksheet you want to add.

Select the name of any Custom Views you have (if any) and click
Add. Repeat this for each
Custom View you want to add.

Do the same for any Scenarios you have

If you wish you can change the order in which the Report will be printed by selecting the appropriate section and using the
Move Up and/or Move Down buttons.

When you are ready click OK to go back to the
Report Manger dialog box.

You can print your Report now (good idea to check it) or come back at any time and
print it. As you will no doubt have noticed, you can Add more Reports,
Delete them or Edit existing ones. You need to remember that any Print settings are retained in
Custom Views, not Report Manger. So if they were not added to the report your Print settings will not be included.

Possibly the best part of these two features are their ease of use, while saving us lots of time.